Navigation Group, LLC

Q1 2026 13F Holdings

  • Location
    redwood city, CA
  • Num holdings

    113

  • Value ($000)

    $427,272

  • Date Filed
    05/05/2026
  • Form type
    13F-HR
  • CIK
    0002132497
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE

SPDR SERIES TRUST

STATE STREET SPD
$46.98M
11 %

479,805

VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$42.71M
10 %

133,142

SPYV

SPDR SERIES TRUST

STATE STREET SPD
$30.81M
7 %

544,619

PULS

PGIM ETF TR

PGIM ULTRA SH BD
$28.97M
7 %

585,168

SMH

VANECK ETF TRUST

SEMICONDUCTR ETF
$25.85M
6 %

67,411

---

SPDR SERIES TRUST

STATE STREET SPD
$24.6M
6 %

311,102

JIRE

J P MORGAN EXCHANGE TRADED F

INTRNL RES EQT
$16.69M
4 %

220,388

TSLA

TESLA INC

COM
$15.17M
4 %

40,800

AAPL

APPLE INC

COM
$14.51M
3 %

57,179

SPDW

SPDR INDEX SHS FDS

STATE STREET SPD
$13.61M
3 %

298,134

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 113